2020-03-05 Resource Access Meeting Notes
Date
Mar 5, 2020
Attendees
@Andrea Loigman
@Anya
@Brian Arrigo
@Brooks Travis
@Cate Boerema (Deactivated)
@Rameka Barnes
@William Weare
@mey
@Jana Freytag
@Elizabeth Chenette
@David Bottorff
@Cynthia Lange
@Former user (Deleted)
@Andy Horbal
@Monica Arnold
@Joshua Lambert
@Kimie Kester
@Shirley Moentish
@Sharon Wiles-Young
@Schwill, Carsten
@Magda Zacharska
@Cheryl Malmborg
@Donna Minor
@Karen Durden
Discussion Items
Time | Item | Who | Description | Goals |
|---|---|---|---|---|
2min | Housekeeping | @Andrea Loigman |
|
|
20min | Users UI | @Andrea Loigman | Preference of order for accordions | User info, loans, requests, fines/fee, custom fields, patron blocks, notes, contact info, proxy/sponsor, extended info, service points, user permissions. Prefer the addition (repetition) of several pieces of info in User Info. |
40min | Circulation | @Brian Arrigo & @Brooks Travis | Implementers |
|
Topics we like to take to the Monday Meeting |
|---|
Not naming/renaming the fixed due date schedule data entry table |
|
|
Notes
Notes were taken by : Rameka Barnes
Demonstration by Brian Arrigo from Simmons University.
Permissions for Circulation set up (Covered 2/20)
Patron Groups (Covered 2/20)
Locations (Covered 2/20)
Loan Types(Covered 3/2)
Material types (Covered 3/2)
Overdue Fine Policies (Covered 3/2)
Lost item fee policies(Covered 3/2)
Request Policies (Covered 3/2)
Request cancellation reasons (Covered 3/2)
Patron notice policies (Covered 3/2)
Patron notice templates (Covered 3/2)
Fixed due date schedules (Covered 3/5)
Staff slips (started on 3/5)
Loan policies
USER UI - Andrea
Preferred Accordion Display for RA SIG: Andrea will let Patty know the result
|
1. User information |
2. Loans |
3.Requests |
4. Fees/fines |
5. Custom fields |
6. Patron blocks |
7. Notes |
8. Contact information |
9.Proxy/Sponsor |
10. Extended information |
11. Service points |
12. User permissions
|
Agreed to reopen JIRA: UXPROD 206: https://folio-org.atlassian.net/browse/UXPROD-206-
Circulation: Implementers Brian Arrigo and Brooks Travis
Fixed Due Date Schedules
Found at: Settings > Circulation > Loans > Fixed Due Date Schedules
Brooks Travis demonstrated creating fixed due dates.
Fixed due dates- Term based due dates that allows you to define a specific due date for items checked out during a specified date range. Date from (start date); Date to( end date); Due date( date you want the items to be due if checked out during the date from and date to date range)
Schedules are in the order in which they are created.
Should ideally sort by dates versus by date created
Circ rules do not need a fixed due date schedule
Staff slips
Found at: Settings > Circulation > General > Staff slips
Brooks Travis and Brian Arrigo demonstrated staff slips
Hold, transit, request delivery and pick slips are prepopulated in the system. You can edit the description and tokens.
Hold slips- physical slip for any item awaiting pickup form service desk (recall, hold or page)
Pick slips (Some colleges have this and some don’t)- where are they supposed to be; tokens blank on notices
Bugs Identified in demos:
Editor is not what you see
Where pick slips supposed to be- Some environments have all staff slips and some don’t
Tokens not showing up on the pick slips